Personal Tax figures are not coming through in datamining

When I do a search in datamining the personal tax figures are not displayed.

Resolution

Personal tax figures are displayed in Data Mining once a final tax computation has been run in personal tax for that client.To run a final tax computation, follow these steps:

Open the IRIS Main Menu and click on IRIS Personal Tax

Select Reports | All computations

Tick the box ‘Final’

Click on OKThe rationale is that the Tax summary figures represent the “Final figures” rather than the current state of data entry. If there are figures are already in data mining then these are the values at the time of last finalization – which for Personal Tax is when a final Tax Return or Computation is produced.If the personal tax figures are not displayed for multiple clients you can search in data mining and calculate the personal tax figures ‘on the fly’.

Open IRIS Main Menu and click on IRIS Practice Management

Go to Launch | Data Mining

Data Mining Screen will be displayed

Go to File and click on ‘calculate on the fly’Note: Your data mining search can take a long time to run for first time you do a search. Doing this multiple search will not re-calculate tax figures for clients who have previously produced a final tax return or a computation.

As technology evolves more and more businesses are now making use of the latest development in telephone systems. A hosted telephony system from IRIS offers the same levels of service as a traditional system but with much lower cost, and greatly enhanced features.

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